Unclaimed
Kaushiki Tewary is an investment advisor representative at Dimensional Fund Advisors LP, located in Austin, Texas. Kaushiki is licensed to provide advisory services in Texas. Kaushiki Tewary holds the Series 66, Series 7TO, and SIE licenses. Kaushiki Tewary is a financial professional with experience in the financial services industry. Kaushiki Tewary specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
01/04/2021 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 12/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kaushiki Tewary is the right advisor for you? Invested Better is here to help.